Basic Case Acceptance
How to help patients understand the importance of their treatment plans, and WANT the treatment they need.
Help More Patients Say “Yes” to the Treatment They Need!
Don’t let insurance coverage dictate the care you provide. This course gives you the essential techniques that top-producing dentists use to help patients accept—and pay for—the comprehensive treatment they truly need.
Whether you’re presenting treatment, making financial arrangements, or scheduling patients, this course is packed with practical tools that every team member involved in case acceptance should know.
You’ll get a clear blueprint for delivering confident, effective case presentations that connect with patients, address their concerns, and result in more completed treatment plans.
What You'll Learn
• Step-by-Step Case Presentation Blueprint
Deliver treatment recommendations clearly and effectively.
• Overcome Patient Objections
Tactfully address resistance and guide patients to a positive decision.
• Avoid Common Presentation Mistakes
Learn the pitfalls that lose patients’ trust—and how to avoid them.
• Prevent Cancellations & Unpaid Balances
Set patients up for success with clear communication and realistic expectations.
• Understand Patient Behavior
Recognize different types of case presentations and levels of resistance depending on the patient and the size of the case.
• Build Confidence with Communication
Master the interpersonal skills that drive trust and compliance.
Course Objectives
1.5 CE Hours
With the right approach, case acceptance becomes natural—and consistent. This course gives your team the tools to make it happen.
Your Instructor
Dr. Greg Winteregg was a nationally recognized speaker, educator, and dental practice management expert. Originally an MGE client, he built one of the top 4% producing practices in the U.S. before joining MGE: Management Experts as a partner in 1994, helping to shape what would become the industry-leading MGE Power Program.
Over his 30-year career, Dr. Winteregg lectured to over 100,000 dental professionals worldwide and was widely regarded as one of the best public speakers in the industry. His lecture style was friendly, accessible, and deeply passionate—driven by his love for the profession and his genuine care for fellow dentists. He was fun to listen to, and equally impactful, blending warmth and humor with real-world, no-nonsense strategy.
Greg had a unique ability to turn complex management concepts into practical tools that any dental team could apply. He was also one of the earliest contributors to DDS Success, where his foundational training on communication, customer service, and case acceptance remains an essential part of the platform today.
His legacy lives on through the thousands of dentists he helped and the timeless content he created to help practices grow and thrive.
Course Curriculum
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StartWho Should Sell (11:49)
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StartCaring About the Patient (12:52)
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StartIs the Objection "Faulty" or "Legitimate"? (7:40)
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StartThe 6 Types of Objections (7:39)
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StartPrepaying (8:07)
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StartScale of Resistance (24:06)
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StartThe Financial Discussion, Pt 1 (6:29)
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StartThe Financial Discussion, Pt 2 (8:07)
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StartHow to Apply this Immediately (10:37)